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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,230 | $227,597-34.4% | $189,575-21.3% | $167,536-10.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.08% | 78.44%-63.4pp | 64.19%-49.1pp | 478.82%-463.7pp |
| Employer contribution / active EE | $27,279 | $5,316+413.1% | $4,412+518.3% | $4,839+463.7% |
| Participant deferral / active EE | $12,055 | $7,002+72.2% | $6,174+95.3% | $6,342+90.1% |
| Admin fee / account holder | $226 | $11,877-98.1% | $9,806-97.7% | $12,315-98.2% |